M&A Tax Strategy Manager — Deals, Due Diligence & Valuation

Baker Tilly US; California; Sur place; USD 66 000 - 182 000; Plein temps

Résumé du poste

Baker Tilly US is seeking to add a Manager to our M&A Tax team. In this role, you will be developing and implementing transaction advisory services to our clients to meet their complex financial needs. Open to location.

Our clients include privately held and publicly traded companies, private equity funds, mezzanine funds, banks, and business development companies. This multi-faceted client base allows us to provide our staff with a variety of opportunities across numerous industries, and a

Qualifications

• Bachelor's degree in finance, Accounting or related field; or a graduate degree with 4 years of related work experience.
• 5+ years of work related experience in a mid to large size professional services firm.
• CPA or JD/LLM required.
• Tax due diligence, deal structuring and post-acquisition planning experience.
• Strong written communication, analytical, organization and project management skills; MS Office proficiency.

Responsabilités

• Interact directly with Partners on matters related to client and engagement management.
• Modeling financial transactions to be used in valuation, structuring and negotiation.
• Prepare detailed memoranda and presentations describing the key attributes of client companies and industries.
• Assist in the review and analysis of the tax aspects of acquisition and merger agreements and draft tax opinion letters and memoranda.
• Identify and analyze tax risks and opportunities while advising on alternative tax strategies for acquisition, disposition and restructuring of businesses.
• Review, assess and advise clients regarding tax computations reflected in their financial models; and assist clients in the quantitative and qualitative analysis of the tax data in their financial projections for the transaction.
• Data gathering, document review and preparation of reports.
• Research & financial analysis of target companies.
• Due diligence for both buy side and sell side transactions.
• Transaction structuring for tax and accounting issues.
• Negotiation support; Communication with business owners to ensure delivery of exceptional client service.
• Participate in various marketing and recruiting activities of the firm.

Connaissances

Client engagement management

Financial modeling

Analytical thinking

Communication

Project management

Written communication

Microsoft Office

Formation

Bachelor's degree in finance or accounting

CPA or JD/LLM

Outils

Microsoft Office Suite

Description du poste

Baker Tilly US is seeking to add a Manager to our M&A Tax team. In this role, you will be developing and implementing transaction advisory services to our clients to meet their complex financial needs. Open to location.

Our clients include privately held and publicly traded companies, private equity funds, mezzanine funds, banks, and business development companies. This multi-faceted client base allows us to provide our staff with a variety of opportunities across numerous industries, and a